N O T I C E
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The dashboard contains three (3) forms with a designated submit button for each. Once you complete in updating the filters and fields always remember to click each submit buttons to save the data.
Form Name | Description | Section/Categories | Fields | Steps |
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N-able Client Info and Demographics Form: |
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1. Update the ff:
2. Click Submit. | ||||
N-able Benchmark Configuration Form |
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1. Select the filter types for the ff:
2. For each field select either "Include List" or "Exclude List".
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3. Select the filter types for the ff:
4. For each field select either "Include List" or "Exclude List". (see note at step 2) | |
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5. Select the filter types for the ff:
6. For each field select either "Include List" or "Exclude List". (see note at step 2) | |
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7. Select the customer/s you want to exclude in the Top 3 Clients results. 8. Click Submit. | ||||
N-able Configuration Supplementary Form |
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1. Select the ff. filter for:
2. Click Submit |
Step 5 - Update your N-able Headcount
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2. Hover to the Settings menu. Then, click N-able Benchmark - Headcount Input
3. To add new member, click + Add.
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Note |
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Note: For instance if the member name is not found in the drop-down list. You need to add him/her on your AAD. MSPbots will sync your AD change in 10 minutes. On the top of the N-able Headcount form, Click the "click here" below to go to the User Management page. |
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- Select the Year
- Select the Quarter
- Qs Category column and their definition. Scroll down to see all the Qs categories for input.
- Automatic column - it shows the previous quarter Qs results data automatically.
- Manual column - if you don't want to use the automatic data, you can manually input here a new value. The app will then use the manual data over the automatic result.
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